RightCapital vs WealthScan
Financial planning software for advisors. Here's an honest look at where each platform shines and how to decide.
What RightCapital is
RightCapital is an advisor-led financial planning tool — cash-flow planning, tax planning, and Monte Carlo projections.
Where RightCapital shines
- Strong tax-planning and Roth-conversion modeling.
- Clean Monte Carlo and cash-flow outputs for client meetings.
- Good student-loan and Social Security modules.
Best for: Advisors whose core workflow is interactive plan building during meetings.
Where WealthScan is different
- WealthScan unifies the client's full life with their CPA and attorney — not just an advisor's plan.
- Clients have a free, persistent portal with strategy library, life-events, and document vault.
- Discovery happens conversationally before the first meeting, not as a static questionnaire.
WealthScan is the coordinated command center for a household and its triad of pros — advisor, CPA, and estate attorney working from a single source of truth. See how it works.
FAQ
Does WealthScan do Monte Carlo planning?
WealthScan focuses on coordination and discovery — the household balance sheet, triad collaboration, and strategy library. For deep Monte Carlo, advisors typically pair WealthScan with a dedicated planning tool like RightCapital.
Try WealthScan free
Clients are free, forever. Pros start at a flat per-seat price — no enterprise contract required.